COLD SPRING, NYCRD 334066Latest ADV March 31, 2026
Lunin-Pack Planning and Advice, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cold Spring, NY. Its latest Form ADV filing, dated March 31, 2026, reports $32M in regulatory assets under management, 2 employees, and 74 accounts.
Assets Under Management
$32M
Employees
2
Offices
--
Total Clients
38
Primary office
COLD SPRING, NY
292 MAIN STREET, FIRST FLOOR, SUITE 1, COLD SPRING, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
23
2
HNWI
39.5%
15
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32Mas of March 31, 2026
Discretionary100.0%
$32M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$32M
Total Accounts74
10Y AUM Change+$32M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.